Capital Analysts LLC’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | $82K | Buy |
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|
2024
Q3 | $54K | Sell |
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|
2024
Q2 | $50K | Sell |
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|
2024
Q1 | $53K | Buy |
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|
2023
Q4 | $36K | Sell |
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|
2023
Q3 | $94K | Buy |
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|
2023
Q2 | $4K | Sell |
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|
2023
Q1 | $96K | Buy |
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|
2022
Q4 | $22K | Sell |
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|
2022
Q3 | $45K | Buy |
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|
2022
Q2 | $41K | Buy |
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|
2022
Q1 | $37K | Sell |
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|
2021
Q4 | $62K | Buy |
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|
2021
Q3 | $56K | Buy |
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|
2021
Q2 | $35K | Buy |
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|
2021
Q1 | $24K | Buy |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $388K | Buy |
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|
2019
Q3 | $31K | Buy |
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|
2019
Q2 | $28K | Buy |
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|
2019
Q1 | $20K | Sell |
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|
2018
Q4 | $56K | Sell |
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|
2018
Q3 | $713K | Sell |
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|
2018
Q2 | $778K | Buy |
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|
2018
Q1 | $792K | Buy |
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|
2017
Q4 | $782K | Buy |
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|
2017
Q3 | $710K | Buy |
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|
2017
Q2 | $665K | Sell |
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|
2017
Q1 | $792K | Hold |
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|
2016
Q4 | $776K | Buy |
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|
2016
Q3 | $71K | Sell |
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|
2016
Q2 | $84.1K | Sell |
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|
2016
Q1 | $117K | Sell |
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|
2015
Q4 | $345K | Buy |
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|
2015
Q3 | $321K | Buy |
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|
2015
Q2 | $248K | Buy |
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|
2015
Q1 | $125K | Sell |
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|
2014
Q4 | $434K | Sell |
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|
2014
Q3 | $459K | Buy |
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|
2014
Q2 | $443K | Hold |
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|
2014
Q1 | $435K | Buy |
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|
2013
Q4 | $282K | Buy |
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|
2013
Q3 | $104K | Hold |
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|
2013
Q2 | $101K | Buy |
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